Special Needs Financial Planning | A Specialty Practice
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
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A Specialty Practice

A Specialty Practice

We share a common bond with you. Our children and siblings have special needs and we understand your world.

We are deeply committed to providing knowledge, guidance and advice based upon our personal and professional experience.

Sharing A Road Map

Providing A Guide

 

Cynthia Haddad,CFP® grew up watching parents love and care for her older brother with  special needs, while juggling the needs of the whole family, and she is prepared to be a lifetime support for him. John Nadworny,CFP® had both his career and family well underway when a third child was born with special needs. A life event, it immediately and dramatically changed the course of John’s plans for the future and priorities.

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Alexandria Nadworny, CFP®  is an older sister to James, who has down syndrome and she grew up in a family active in leading a new generation in advocacy of the disability community. Following 5 years in financial services, Alex joined her father and Cindy in 2013 to bring her unique perspective to working with young families beginning to plan,  and carrying forward the planning process to the next generation of our client families.

Planning for two generations.

 We'll create a living comprehensive plan to address your own Special Needs.

Special Needs Financial Planning is unlike the traditional "Money Magazine"-style financial planning where you buy a home, raise your children, plan four years of college education and retirement. Special Needs Financial Planning is planning for two generations. Once the planning is in place, we understand fiduciary responsibility and manage the money to help our families work toward meeting both the parent’s goals and providing for the lifelong needs of their child with special needs.

Making Time To Plan

 

All too often, we are contacted by family members in a time of crisis. Some noteworthy pressure points are:

Focusing On Common Concerns

 

Some of the common concerns that we help you to properly address are how to utilize appropriate financial and legal tools to:

Beyond Wills & Trusts

 

There is little chance that government programs and your assets alone will cover the continuing needs of your child or adult dependent with special needs. Some noteworthy focal points are:

Strength & Support

 

There are four factors that determine success in providing for your child's or sibling's current and future support: